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CRTs do not necessarily tie up assets for life.
While most CRTs will remain good fits for taxpayers throughout their lifetimes, certain situations (often related to a major life event) can lead to misalignment between the taxpayer’s current situation and the CRT they established many years before.
At the CRT’s inception, or even when discussing the CRT conceptually taxpayers should understand that at anytime they have the ability to make changes to a CRT plan.
- Consumer
Charitable Remainder Trusts: They Don’t Have to Lockup Assets for Life
Speakers: Evan Unzelman and Martin Shenkman
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